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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,759 | $56,638-8.6% | $169,397-69.4% | $74,473-30.5% |
| Participation rate | 9.9% | 67.5%-57.6pp | 77.2%-67.3pp | 70.7%-60.8pp |
| Annual return | 21.16% | 24.75%-3.6pp | 406.23%-385.1pp | 34.36%-13.2pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $485 | $4,223-88.5% | $6,223-92.2% | $4,530-89.3% |
| Admin fee / account holder | $2,556 | $307+733.9% | $9,017-71.7% | $347+636.5% |